Investor relations

Why invest in Eaton

We serve dynamic customers with diverse needs: increased power and capacity requirements in data centers, utilities powering the grid, growing commercial and defense aerospace markets with robust technologies, and more. We’re the right company at the right time, leaning into a rapid-growth mindset to ensure our best days are ahead of us.

Who we are

We are a global intelligent power management company with a resilient and predictable revenue mix in the early innings of multi-year growth super cycle.

Our Businesses

Our market-leading businesses are in mission-critical industries where once-in-a-generation secular megatrends are accelerating growth.

Our portfolio is made up of four segments—Electrical, Aerospace, Vehicle and eMobility, with 90% of profits generated from Electrical and Aerospace.

In each of these markets, we have a trusted brand with differentiated technology. And we win in partnership with our customers, leveraging shared technologies across our broad portfolio.

Learn more about our businesses

Our strategy

Our transformed company has a diverse revenue mix, enabling us to deliver higher margins and less cyclical, higher growth, with disciplined capital allocation. We have consistently delivered strong shareholder returns.

We’re leaning into a rapid growth mindset, pairing our strong foundation of a market-leading industrial franchise with increased operational excellence and faster pace of innovation – with our customers at the center of everything we do.

Today, we’re acting on a bold strategy to accelerate growth and create sustained value for shareholders, anchored by three pillars:

Lead for Growth
Invest for Growth
Execute for Growth

Looking ahead

We’re in the right end markets at the epicenter of a growth super cycle. And we have the right to win with highly engineered, differentiated technologies and deep customer relationships.

We’re uniquely positioned to capitalize on the powerful megatrends driving generational growth: the rise of digitalization and AI, the electrification of society, unprecedented impacts of reindustrialization, historic growth in the aerospace industry and more.

As a result, we’ve set ambitious 2030 financial targets, including

Organic revenue CAGR of 6-9%

Segment operating margin of 28%

Free cash flow to adjusted earnings conversion of 95-100%

Adjusted EPS CAGR greater than 12%

At Eaton, we have the right leaders with the right culture and the right set of incentives to drive our company forward. We have high standards, and we aim to overdeliver on our promises. That's the way we’re wired. That's how we move from good to best-in-class – how we raise the bar yet again.

Paulo Ruiz, Chief Executive Officer

Our fundamentals

Credit rating

Our credit rating is strong with an A-/A3 rating from the agencies.

Pensions

Pension funds are well funded.

Dividends

To date, Eaton has paid dividends on its shares every year since 1923.

Resources

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Eaton is an intelligent power management company dedicated to improving the quality of life and protecting the environment for people everywhere. We are guided by our commitment to do business right, to operate sustainably and to help our customers manage power ─ today and well into the future. By capitalizing on the global growth trends of electrification and digitalization, we’re accelerating the planet’s transition to renewable energy and helping to solve the world’s most urgent power management challenges.